HI

Hoey Investments Portfolio holdings

AUM $668M
1-Year Est. Return 32.73%
This Quarter Est. Return
1 Year Est. Return
+32.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.77M
3
+$2.43M
4
AMZN icon
Amazon
AMZN
+$1.94M
5
NOW icon
ServiceNow
NOW
+$1.17M

Top Sells

1
+$20.7M
2
+$16.5M
3
+$10.4M
4
QCOM icon
Qualcomm
QCOM
+$6.79M
5
JPM icon
JPMorgan Chase
JPM
+$5.57M

Sector Composition

1 Technology 39.97%
2 Consumer Discretionary 22.3%
3 Healthcare 6.45%
4 Financials 5.8%
5 Communication Services 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
+300
227
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+1,000
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+100
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50
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$2K ﹤0.01%
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241
$2K ﹤0.01%
+9
242
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18
243
$2K ﹤0.01%
637
244
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+37
245
$2K ﹤0.01%
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246
$2K ﹤0.01%
15
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248
$2K ﹤0.01%
+500
249
$2K ﹤0.01%
+21
250
$1K ﹤0.01%
80
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